David Weinberg

Background

About David Weinberg

As a senior financial advisor, David Weinberg works with individuals, families, and business owners throughout Ohio and around the country. He focuses on wealth management and provides financial strategies designed to meet each client's investment, education and retirement planning needs, including wealth preservation and estate planning services. David's mission, first and foremost, is to understand you; to take the time to ask hard, smart questions and to listen carefully. To understand, in great detail, exactly where your wealth stands today and where you'd like it to be tomorrow is central to David's process. Drawing on a network of specialists, David helps clients find powerful, innovative ways to connect all the pieces of their financial life so they can achieve life on their terms. He looks at his client's financial life in total, creates a customized strategy designed to meet their overall risk tolerance and asset allocation. David's goal is to become an essential lifelong resource to those who have trusted him to advise on accumulating, building, preserving, and distributing wealth. He stresses a long-term approach to investing based upon asset allocation and diversification. Client relationships are built on trust, integrity, and satisfaction. David and his wife, Jeanette, were born and raised in Zanesville, Ohio. David is a board member of the American Red Cross, Muskingum Valley Chapter, board member of Zanesville-Muskingum County Chamber of Commerce, member of the Genesis Healthcare System Advisory Board, member of investment advisory group for Boy Scouts of America, Muskingum Valley Council, and F&A Mason Frazeysburg Lodge 490. Asset allocation does not ensure a profit or protect against loss in a declining market.